Institutional Ownership Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY). We have compiled data on the 1,423 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$183,823
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
317
shares
|
$179,298
0.01% of portfolio
|
Q2 2024
Reduced 80.93%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
305
shares
|
$172,511
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
304
shares
|
$171,945
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$169,683
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
278
shares
|
$157,239
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
275
shares
|
$155,542
0.03% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
275
shares
|
$155,542
0.12% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
266
shares
|
$150,452
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
265
shares
|
$149,886
0.01% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
262
shares
|
$148,189
0.03% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
259
shares
|
$146,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
258
shares
|
$145,927
0.03% of portfolio
|
Q3 2024
Added 61.25%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
256
shares
|
$144,796
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
250
shares
|
$141,402
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
250
shares
|
$141,402
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
250
shares
|
$141,402
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
236
shares
|
$133,483
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
235
shares
|
$132,918
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
233
shares
|
$131,787
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
230
shares
|
$130,090
0.03% of portfolio
|
Q3 2021
Added 12.2%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
228
shares
|
$128,959
0.06% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
226
shares
|
$127,827
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
225
shares
|
$127,262
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
222
shares
|
$125,565
0.1% of portfolio
|
Q4 2021
New holding
|